Student Accounts Advisor
The primary purpose of this position is to provide high-level customer service by providing general information and assistance for walk-ins and incoming phone calls and to assist the Student Accounts Counselors by performing the following duties: A 40 hour, 12 month, Non-Exempt position.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
1. Present a positive and supportive image of California Baptist University.
2. Understanding of services provided by the following offices: Admissions, Registrar, Advising, Financial Aid, Student Accounts, Campus Services, Residence Life, Student Services, and Office of Mobilization.
3. Understanding of Veteran Affairs, Department of Rehabilitation, and ROTC programs.
4. Assist students through the registration and financial clearance process each semester by:
Counseling students and parents regarding their financial obligation to the university;
Informing them of the universities payment options.
5. Respond to general financial clearance questions and student account inquiries.
6. Sends welcome correspondence to all new students.
7. Monitor and respond to general email questions.
8. Place and remove student account holds.
9. Initiate student refunds requests for students with excess funds.
10. Assist counselors with monitoring monthly payment plans.
11. Process special group and international student scholarships.
12. Maintain student files and correspondence.
SUPERVISORY RESPONSIBILITIES: This position could be responsible for assigning work and/or giving direction to part time Student Workers, in order to complete office work assignments.
OTHER SKILLS AND ABILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Ability to use independent judgment and to manage and impart confidential information.
- Skill in the use of personal computers and related software applications.
- Through knowledge of: Business English and arithmetic; general office methods, procedures and practices.
- Ability to read and write at a level appropriate to the duties of the position.
- Ability to gather data, compiles information, and prepares reports.
- Strong organizational skills and detailed oriented.
- Excellent telephone courtesy knowledge and experience.
- Strong interpersonal and communication skills and the ability to work effectively with a diverse faculty, staff and student body.
EDUCATION and/or EXPERIENCE: Bachelor’s degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.